Staying Invested in a Tricky Market Environment

August 7th, 2023 by Legacy Wealth Planning

Making economic forecasts and stock market predictions can be humbling. It’s especially tough when you expect stocks to go higher and get a big drop instead. The environment today is the opposite, but still tricky, as recession hasn’t followed the chorus of predictions. In some ways, figuring out what to do now that stocks have […]

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Retirement planning is a constantly evolving process. Strategies that may have worked fine a few years ago may no longer be the optimal direction to continue. Your life may have taken unexpected turns, you may have different retirement goals you now wish to achieve, or you’ve realized your previous investments may not be working as well as anticipated to help you reach your financial goals.

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8 Reasons Small Businesses Should Hire Veterans

July 21st, 2023 by Legacy Wealth Planning

Hiring employees is sometimes a difficult task. You may need to find employees who fit the business culture and have the skills to get the job done. The good news for small businesses looking for employees with various skills and a strong work ethic is that many veterans are looking for new jobs. A veteran […]

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Generational Wealth and the Gift of Financial Freedom

July 16th, 2023 by Legacy Wealth Planning

Those who receive an inheritance with the passing of a loved one are potentially given the gift of financial freedom if they choose to manage the wealth carefully. Did you know that only about one-third of adults have a prepared will, and about 40% with investable assets of $1 million or more never discuss their […]

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8 Ways to Beautify Your Backyard for Less

July 8th, 2023 by Legacy Wealth Planning

When it comes to tackling a home renovation, the backyard can be an afterthought. But more and more, homeowners are thinking about this prime living space a bit differently. In 2020, outdoor contracting professionals, like pool and spa installers, saw a large increase in work requests—and the new approach to yards doesn’t end there. The […]

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Adults caring for aging parents and children simultaneously have now become known as the “sandwich generation.”  While each generation comes with its own array of financial challenges, the sandwich generation often feels a tight financial squeeze as they juggle the cost of care for their elderly parents with care for their children. Due to the financial strain, […]

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Your College Student May Need These 6 Types of Insurance

June 27th, 2023 by Legacy Wealth Planning

Thanks to the Affordable Care Act, your college student can remain on your health insurance plan until age 26. But there are other insurances you may want to consider for your college student while they’re away from home. Whether an accident or some other unforeseen event occurs, you may help relieve some of their (or […]

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Adventure Awaits! Here are Some Suggestions for Your Next Trip.

June 26th, 2023 by Legacy Wealth Planning

We all look forward to “getting away”.  Travel has been a huge motivation in our lives.  Travel gives us something to look forward to and an opportunity to learn about different geography, cultures, and environments. It is interesting to know that there are many travel categories:  business travel, event travel, backpacking trips, impromptu trips, solo […]

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Your Guide to Travel Insurance

June 20th, 2023 by Legacy Wealth Planning

Vacations are an investment. A lot of planning and money goes into having the best trip possible—but should you buy travel insurance to protect yourself in the event of unforeseen changes and emergencies? The guide below explains the ins and outs of travel insurance, where to purchase it, when you should purchase it, and situations […]

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6 Savvy Ways Small Businesses May Save Money This Summer

June 13th, 2023 by Legacy Wealth Planning

Whether your business tends to slow down or speed up in the summer months, there are a few things small-business owners may consider to cut expenses as the temperature rises. Here are six savvy ways for small businesses to save money during summer. Consider Going Remote For retail stores or restaurants, remote work may not […]

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